See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,443 | $197,591+71.8% | $177,821+90.9% | $158,922+113.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.28% | 58.76%-36.5pp | 48.32%-26.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $6,851 | $6,697+2.3% | $5,918+15.8% | $4,761+43.9% |
| Participant deferral / active EE | $9,098 | $8,405+8.2% | $7,714+17.9% | $5,982+52.1% |
| Admin fee / account holder | $2,166 | $15,399-85.9% | $12,427-82.6% | $11,246-80.7% |